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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,187 | $73,848-72.7% | $143,799-86.0% | $68,486-70.5% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -15.45% | 0.91%-16.4pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $266 | $3,184-91.6% | $4,952-94.6% | $2,597-89.8% |
| Participant deferral / active EE | $1,176 | $3,385-65.2% | $5,638-79.1% | $4,028-70.8% |
| Admin fee / account holder | $83 | $5,755-98.6% | $14,677-99.4% | $5,404-98.5% |